Private Trust CO Na Dimensional ETF Tr U S Target Transaction History
Private Trust CO Na
- $905 Million
- Q2 2024
A detailed history of Private Trust CO Na transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Private Trust CO Na holds 6,469 shares of DFAT stock, worth $354,630. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,469
Previous 6,514
0.69%
Holding current value
$354,630
Previous $354,000
5.37%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
652Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$775 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$682 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$482 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$404 Million22.37% of portfolio
-
Savant Capital, LLC4.85MShares$266 Million2.47% of portfolio